Renzas Rebecca
Rebecca serves as an Independent Director on Willow Street Nevada’s board. She is General Counsel of a single family office and manages a private trust company based in Reno, Nevada. She also serves on the boards of private trust companies and private foundations. Previously, Rebecca was a partner at a boutique law firm in Silicon […]
Kurz Charles
Chuck serves as Vice Chair of the Nevada Board of Directors of Willow Street, Interim President of the Nevada office, and as a member of the Nevada Distribution, Investment, and Trust Committees. He is a Managing Director at Pathstone. Before joining Pathstone, Chuck was a Managing Director and Head of Strategy, Operations, and Finance at […]
Maregni Kelly
Kelly serves on the Wyoming Board of Managers of Willow Street and is the President of Pathstone. She leads Pathstone’s Research and Investment, Tax and Accounting, Wealth Planning, and Regional Leadership Teams. Kelly serves on the Executive and Investment Committees. As the firm continues to grow, she plays an integral role in ensuring continuity and […]
Hall Kathryn
Katie serves on the Nevada Board of Directors of Willow Street and as a member of the Nevada Audit, Distribution, Investment, and Trust Committees. She is a Member of the Board of Managers at Pathstone. Katie is also the Founder and Co-Executive Chair of Galvanize Climate Solutions, a climate-focused global investment firm. Before joining Pathstone, […]
Buoymaster John
John serves as Chair of the Nevada Board of Directors of Willow Street and as a member of the Nevada Audit, Distribution, Investment, and Trust Committees. He is a Managing Director at Pathstone. Prior to joining Pathstone, John served as Managing Director & Co-Chair at Hall Capital Partners LLC, an Outsourced Chief Investment Office (OCIO) […]
Andrikopoulos Betty
Betty joined Willow Street in 2013. She is a member of the executive management team and serves on the Wyoming Board of Managers. She is also a member of the Board of Managers of Crestbridge Fiduciary, a strategic venture between Willow Street and Crestbridge Family Office Services. Betty works closely with new client relationships as […]
Hoeft Barbara
Barbara has 30 years of experience in the family office and trust and estate industry. In 2005, she founded Willow Street Financial Services, LLC, now Willow Street Group, LLC and Willow Street Trust Company of Wyoming, LLC. Barbara serves as an Independent Director on the Wyoming Board of Managers and consults as a thought leader […]
Harrington Phillip
Phil is Chairman and CEO of Willow Street, serving on both the Wyoming and Nevada boards. He joined the Wyoming board of Willow Street in 2016, taking on the role of CEO in 2018. He also serves as Chairman of the Wyoming State Banking Board. Phil has deep expertise in financial services regulation, risk management, […]
Overdyke Tricia
Tricia is a member of the executive management team and serves on the Wyoming Board of Managers. She is a member of the Investment Committee of Willow Street Trust Company of Wyoming, LLC. Tricia also leads key client relationships, serves on client investment committees and as a manager of private family trust companies, and works […]
Roux Laurent
Laurent has worked with families and family offices worldwide for nearly 40 years, with a focus on strategic wealth management, family wealth advising, family office construction and operations, and international asset management. He was Director and Managing Director at Pictet & Cie, Private Bankers in Geneva, Switzerland, and a number of its international affiliates during […]